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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,539 | $65,582-24.5% | $64,101-22.7% | $71,511-30.7% |
| Participation rate | 94.5% | 73.2%+21.3pp | 72.3%+22.2pp | 67.9%+26.6pp |
| Annual return | 17.76% | 18.96%-1.2pp | 33.72%-16.0pp | 28.86%-11.1pp |
| Employer contribution / active EE | $3,007 | $2,671+12.6% | $2,749+9.4% | $2,589+16.1% |
| Participant deferral / active EE | $3,487 | $3,628-3.9% | $3,881-10.1% | $4,291-18.7% |
| Admin fee / account holder | $8 | $616-98.8% | $3,070-99.8% | $1,588-99.5% |